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Carrier Global
CARR

Overview Fund Activity

1,387 hedge funds and large institutions have $44.1B invested in Carrier Global in 2023 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 418 increasing their positions, 538 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,387
Holders Change
+82
Holders Change %
+6.28%
% of All Funds
20.33%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
179
Increased
418
Reduced
538
Closed
82
Calls
$211M
Puts
$345M
Net Calls
-$134M
Net Calls Change
+$23M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$571M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$170M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$111M
4
BGCP
Bristol Gate Capital Partners
Ontario, Canada
+$92.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$80.1M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$943M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$190M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$147M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$68.1M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$64.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIAA Trust, National Association
401
TIAA Trust, National Association
North Carolina
$2.08M +$51.8K +901 +3%
CW
402
CreativeOne Wealth
Kansas
$2.05M +$2.05M +35,715 New
WT
403
Whittier Trust
California
$2.05M -$73.7K -1,283 -3%
LDB
404
Lee, Danner & Bass
Tennessee
$2.05M -$438K -7,627 -18%
IMRF
405
Illinois Municipal Retirement Fund
Illinois
$2.04M – – –
BCM
406
Barden Capital Management
Texas
$2.04M +$263K +4,752 +15%
AIC
407
Aurora Investment Counsel
Georgia
$2.03M +$2.03M +39,685 New
SDIC
408
South Dakota Investment Council
South Dakota
$2.02M -$208K -3,625 -9%
OSAM
409
O'Shaughnessy Asset Management
Connecticut
$2.02M +$257K +4,470 +15%
AWS
410
Atria Wealth Solutions
New York
$2.01M -$53.6K -932 -3%
SAM
411
Selway Asset Management
$2M +$62.2K +1,082 +3%
ISL
412
Ingalls & Snyder LLC
New York
$2M -$57.5K -1,001 -3%
MGP
413
Metis Global Partners
California
$1.99M -$209K -3,641 -9%
BSAM
414
Blue Square Asset Management
New York
$1.99M -$23.4K -408 -1%
Wellington Management Group
415
Wellington Management Group
Massachusetts
$1.98M -$12.2M -213,178 -86%
MLICM
416
Metropolitan Life Insurance Company (MetLife)
New York
$1.96M -$28.8K -502 -1%
Alyeska Investment Group
417
Alyeska Investment Group
Illinois
$1.95M +$1.95M +34,014 New
Temasek Holdings
418
Temasek Holdings
Singapore
$1.95M +$1.95M +33,972 New
UCFA
419
United Capital Financial Advisors
Texas
$1.95M -$128K -2,230 -6%
WJWM
420
Williams Jones Wealth Management
New York
$1.93M -$52.8K -919 -3%
IAS
421
IMA Advisory Services
Colorado
$1.92M -$291K -5,073 -13%
RJT
422
Raymond James Trust
Florida
$1.92M -$222K -3,872 -10%
Two Sigma Investments
423
Two Sigma Investments
New York
$1.91M – – –
BC
424
Bartlett & Co
Ohio
$1.91M -$77.3K -1,337 -4%
BCWM
425
Bartlett & Co Wealth Management
Ohio
$1.91M -$77.3K -1,337 -4%
15 16
17
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